|
2401
|
Arete Wealth Advisors
Chicago,
Illinois
|
$20.1M
|
-$11.1M
|
9
|
2.84%
|
Reduced
|
|
|
2402
|
Northwest Bancshares
Warren,
Pennsylvania
|
$20M
|
-$1.41M
|
6
|
5.14%
|
Reduced
|
|
|
2403
|
America First Investment Advisors
Omaha,
Nebraska
|
$20M
|
-$1.16M
|
4
|
6.06%
|
Reduced
|
|
|
2404
|
Taylor Wealth Management Partners
Boston,
Massachusetts
|
$20M
|
-$215K
|
2
|
7.68%
|
Reduced
|
|
|
2405
|
Avantax Planning Partners
Dubuque,
Iowa
|
$20M
|
-$7.19M
|
7
|
1.03%
|
Reduced
|
|
|
2406
|
American Money Management
Rancho Santa Fe,
California
|
$20M
|
+$17.5K
|
4
|
7.81%
|
Increased
|
|
|
2407
|
Strategic Blueprint
Atlanta,
Georgia
|
$20M
|
-$3.68M
|
5
|
5.01%
|
Reduced
|
|
|
2408
|
LVW Advisors
Pittsford,
New York
|
$19.9M
|
+$242K
|
4
|
3.99%
|
Increased
|
|
|
2409
|
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
$19.9M
|
-$5.58M
|
7
|
9.4%
|
Reduced
|
|
|
2410
|
Summit X LLC
Chesterfield,
Missouri
|
$19.9M
|
+$19.4M
|
7
|
5.87%
|
New
|
|
|
2411
|
JGP Wealth Management
Bend,
Oregon
|
$19.8M
|
+$868K
|
5
|
4.6%
|
Increased
|
|
|
2412
|
1776 Wealth
Atlanta,
Georgia
|
$19.8M
|
+$264K
|
5
|
12.41%
|
Increased
|
|
|
2413
|
Woodward Diversified Capital
Bakersfield,
California
|
$19.8M
|
+$20.3M
|
8
|
12.86%
|
New
|
|
|
2414
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$19.8M
|
+$2.36M
|
11
|
3.29%
|
Increased
|
|
|
2415
|
Pensionfund DSM Netherlands
Sittard,
Netherlands
|
$19.7M
|
$0
|
2
|
3.55%
|
Maintained
|
|
|
2416
|
CX Institutional
Auburn,
Indiana
|
$19.7M
|
+$529K
|
12
|
1.89%
|
Increased
|
|
|
2417
|
RMR Wealth Builders
Montclair,
New Jersey
|
$19.7M
|
-$9.9M
|
11
|
9.66%
|
Reduced
|
|
|
2418
|
Amica Retiree Medical Trust
Lincoln,
Rhode Island
|
$19.6M
|
-$641K
|
3
|
13.81%
|
Reduced
|
|
|
2419
|
Geier Asset Management
Marriottsville,
Maryland
|
$19.6M
|
+$19.1M
|
4
|
15.95%
|
New
|
|
|
2420
|
Harrington Investments
Napa,
California
|
$19.6M
|
-$491K
|
5
|
13.04%
|
Reduced
|
|
|
2421
|
Sargent Investment Group
Bethesda,
Maryland
|
$19.6M
|
-$734K
|
7
|
6.19%
|
Reduced
|
|
|
2422
|
Brown Capital Management
Baltimore,
Maryland
|
$19.6M
|
+$345K
|
4
|
0.14%
|
Increased
|
|
|
2423
|
Inlet Private Wealth
Jupiter,
Florida
|
$19.6M
|
-$44.6K
|
8
|
6.4%
|
Reduced
|
|
|
2424
|
JT Stratford LLC
Gainesville,
Georgia
|
$19.5M
|
+$92.3K
|
5
|
7.3%
|
Increased
|
|
|
2425
|
Madden Securities
Dallas,
Texas
|
$19.5M
|
-$1.93M
|
6
|
12.53%
|
Reduced
|
|
